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Scarborough Advisors’s First Trust Water ETF FIW Stock Holding History

Scarborough Advisors’s Portfolio FIW Stock Details FIW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-203
Closed -$21K – 332
2026
Q1 		$21K Hold
203
– – ﹤0.01% 340
2025
Q4 		$22.1K Hold
203
– – ﹤0.01% 194
2025
Q3 		$22.8K Hold
203
– – ﹤0.01% 190
2025
Q2 		$21.9K Buy
+203
New +$20.9K ﹤0.01% 190
2024
Q3 		– Sell
-163
Closed -$16.3K – 249
2024
Q2 		$16.3K Hold
163
– – 0.01% 174
2024
Q1 		$16.6K Sell
163
-87
-35% -$8.35K 0.01% 172
2023
Q4 		$23.7K Buy
+250
New +$21.4K ﹤0.01% 259

Other funds holding FIW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Scarborough Advisors's FIW Position: Q2 2026 in Review

Scarborough Advisors sold out of First Trust Water ETF (FIW) in Q2 2026, closing a stake of 203 shares — an estimated $21K sold.

Scarborough Advisors first reported a position in FIW in Q4 2023 and held it in 7 quarters. The position peaked at $23.7K in Q4 2023. 318 funds tracked by Wall St. Rank hold FIW as of Q2 2026.

  • Scarborough Advisors reported no remaining First Trust Water ETF position as of Q2 2026 after selling out during the quarter.
  • Scarborough Advisors sold 203 First Trust Water ETF shares in Q2 2026, an estimated $21K.
  • Scarborough Advisors first reported a position in First Trust Water ETF in Q4 2023 and held it in 7 quarters.
  • Scarborough Advisors's First Trust Water ETF position peaked at $23.7K in Q4 2023.
  • 318 funds tracked by Wall St. Rank held First Trust Water ETF as of Q2 2026.

Based on Scarborough Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.